UBS AM’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $825K | Hold |
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|
2023
Q4 | $910K | Hold |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $953K | Hold |
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|
2023
Q1 | $953K | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $833K | Hold |
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|
2021
Q4 | $813K | Hold |
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|
2021
Q3 | $848K | Hold |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $878K | Sell |
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|
2020
Q4 | $991K | Hold |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $723K | Buy |
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|
2020
Q1 | $666K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $627K | Buy |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $521K | Hold |
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|
2018
Q3 | $616K | Hold |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $531K | Buy |
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|
2017
Q4 | $288K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $197K | Hold |
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|
2016
Q2 | $193K | Hold |
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|
2016
Q1 | $193K | Sell |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $246K | Buy |
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